Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFSV 0.00%
6 DFUV 0.00%
7 DFSU 0.00%
8 DFAC 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.64M (11.94%) 62.69K
Increased by +3.83%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 1.15M (8.41%) 1.30K
Increased by +0.11%
Dec 31, 24
3 West Chester Capital Advisors Inc 801.83K (5.85%) 83.58K
Increased by +10.42%
Dec 31, 24
4 Vanguard Group Inc 722.38K (5.27%) 0.00
Increased by 0.00%
Dec 31, 24
5 Renaissance Technologies Corp 577.57K (4.22%) -11.25K
Decreased by -1.95%
Dec 31, 24
6 Oppenheimer & Close Inc 352.58K (2.57%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fourthstone LLC 297.40K (2.17%) 297.40K
Increased by +100.00%
Sep 30, 23
8 Bridgeway Capital Management, LLC 272.69K (1.99%) -3.10K
Decreased by -1.14%
Dec 31, 24
9 John G Ullman & Associates Inc 255.50K (1.86%) 20.92K
Increased by +8.19%
Dec 31, 24
10 BlackRock Inc 145.49K (1.06%) -28.00
Decreased by -0.02%
Dec 31, 24
11 Geode Capital Management, LLC 127.14K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
12 Lesa Sroufe & Company Inc 100.00K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
13 Empowered Funds, LLC 96.82K (0.71%) 1.80K
Increased by +1.86%
Dec 31, 24
14 Susquehanna International Group, LLP 84.96K (0.62%) -17.99K
Decreased by -21.18%
Dec 31, 24
15 BHZ Capital Management, LP. 76.28K (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
16 Minerva Advisors LLC 58.20K (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
17 Angel Oak Capital Advisors, LLC 53.94K (0.39%) 53.94K
Increased by +100.00%
Dec 31, 24
18 Acadian Asset Management LLC 47.37K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dryden Capital, LLC 43.37K (0.32%) -6.28K
Decreased by -14.48%
Jun 30, 24
20 Abacus Planning Group Inc 42.51K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 458.12K (3.34%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 458.12K (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Small Cap Value I 324.79K (2.37%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 234.36K (1.71%) 0.00
Increased by 0.00%
Mar 31, 25
5 DFA US Small Cap I 196.62K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
6 DFA US Targeted Value I 127.99K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 DFA US Micro Cap I 111.29K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
8 EA Bridgeway Omni Small-Cap Value ETF 102.27K (0.75%) 1.55K
Increased by +1.52%
Apr 30, 25
9 Dimensional US Targeted Value ETF 93.75K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Extended Market Index 86.39K (0.63%) 8.42K
Increased by +9.75%
Mar 31, 25
11 Bridgeway Ultra-Small Company Market 84.17K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Extended Market Index 78.47K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
13 Bridgeway Omni Small-Cap Value 77.90K (0.57%) -100.00
Decreased by -0.13%
Dec 31, 24
14 Bridgeway Omni Small-Cap Value N 77.90K (0.57%) -100.00
Decreased by -0.13%
Dec 31, 24
15 Dimensional US Small Cap ETF 40.11K (0.29%) 0.00
Increased by 0.00%
Apr 30, 25
16 iShares Micro-Cap ETF 33.36K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
17 Dimensional US Marketwide Value ETF 30.97K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Core Equity 2 I 21.82K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Series Total Market Index 20.07K (0.15%) 837.00
Increased by +4.17%
Mar 31, 25
20 Fidelity® Series Total Market Index 17.25K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23